IBRAX Mutual Fund

NAV$8.72

Returns Overview

1 Month
-0.58%
3 Months
+1.08%
6 Months
+1.58%
YTD
+1.47%
1 Year
+3.63%
3 Years (annualized)
+3.75%
5 Years (annualized)
+0.56%
10 Years (annualized)
+1.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IBRAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays US Treasury Inflation Protected Securities (TIPS) Index(^BBUTIPSTR)
This Mutual Fund (YTD)
+1.47%
Peer Avg (YTD)
+3.23%
vs Peers
-1.76%

IBRAX Mutual Fund Performance

IBRAX performance across multiple time periods: 1-month -0.58%, YTD 1.47%, 1-year 3.63%, 3-year 3.75%, 5-year 0.56%, 10-year 1.96%.

IBRAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

IBRAX performance comparison shows side-by-side returns with another fund. IBRAX alternatives are available in the Mutual Fund Screener.